CIK: 0001598011
申告総資産額
$2.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 7.42% | — | -3.91% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.91% | — | -2.66% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.85% | — | -2.29% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.88% | — | -0.02% | |
| 5 | SYK | Stryker CORP | 株式-ヘルスケア | 2.68% | — | -3.29% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 2.51% | — | -4.42% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.49% | — | -2.00% | |
| 8 | CRM | Salesforce INC | 株式-IT | 2.41% | — | -4.77% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.39% | — | -1.64% | |
| 10 | ROK | Rockwell Automation INC | 株式-資本財 | 2.32% | — | -4.17% | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.30% | — | -2.76% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.30% | — | -6.07% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.29% | — | -3.14% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.27% | — | -2.60% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.24% | — | +0.30% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.15% | — | -3.03% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.15% | — | -5.18% | |
| 18 | INTC | Intel CORP | 株式-IT | 2.07% | — | -4.35% | |
| 19 | MDT | Medtronic plc | 株式-ヘルスケア | 2.05% | — | -2.26% | |
| 20 | ICE | Intercontinental Exchange In | 株式-金融 | 1.90% | — | +0.68% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | — | -0.84% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.88% | — | -2.48% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.85% | — | -2.39% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 1.85% | — | -1.80% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.80% | — | -3.99% | |
| 26 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.79% | — | +0.43% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 1.72% | — | +445.18% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | — | -2.92% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.62% | — | +14.22% | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 1.55% | — | -2.82% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 1.53% | — | +5.10% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | — | +3.48% | |
| 33 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.49% | — | -5.46% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.43% | — | -2.29% | |
| 35 | PODD | Insulet CORP | 株式-ヘルスケア | 1.43% | — | — | |
| 36 | USB | US Bancorp | 株式-金融 | 1.41% | — | -6.89% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 1.35% | — | -0.15% | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 1.34% | — | +26.94% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 1.29% | — | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 1.25% | — | +336.24% | |
| 41 | ADBE | Adobe INC | 株式-IT | 1.21% | — | +17.32% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 1.04% | — | +14.76% | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 1.03% | — | -11.97% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | -9.09% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | -7.87% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -12.37% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | — | +1.18% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | -6.41% | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.63% | — | -20.25% |